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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MTD (Mettler-Toledo International Inc.) -0.39% -11.19% -0.14% 6.65% 13.61% 16.63% 17.49% 17.62%
Data as of 07/22/2025, AR inception is 11/17/1997
More Performance Analytics Comparison
Name Start Date End Date
MTD (Mettler-Toledo International Inc.) 11/17/1997 07/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 4.31 -11.19 -0.14 6.65 13.61 16.63 17.49 17.62 -0.39 1.75 -16.08 -14.83 48.92 43.67 40.26 -8.71 48.01 23.42 12.12 24.68 25.50 30.86 -2.31 44.02 55.77 -40.77 44.32 42.84 7.58 21.56 31.66 -38.17 -4.64 42.39 36.08 62.68 13.11
Sharpe Ratio NA -0.44 -0.04 0.15 0.41 NA NA 0.50 -0.19 -0.15 -0.75 -0.44 2.12 1.06 1.57 -0.40 2.86 1.08 0.56 1.20 1.21 1.27 -0.06 1.77 1.45 -0.98 1.81 1.98 0.30 1.00 1.39 -1.02 -0.18 0.71 0.74 1.39 5.62
Standard Deviation(%) NA 34.42 32.31 30.95 28.97 NA NA 31.42 38.28 32.02 27.32 37.10 23.03 40.85 24.70 25.03 16.62 21.52 21.49 20.55 21.12 24.44 37.75 24.79 38.49 42.22 22.97 20.09 18.34 20.65 22.24 38.67 38.90 53.62 44.51 42.74 31.66
Draw Down(%) NA 36.22 39.81 43.47 43.47 NA NA 61.43 30.21 24.17 39.81 36.12 18.15 29.42 26.32 24.31 11.94 12.09 19.98 14.29 11.75 21.61 32.21 15.22 35.01 46.71 14.91 17.03 14.64 18.31 15.30 50.30 30.30 25.00 27.17 26.74 6.76
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/22/2025, AR inception is 11/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTD (Mettler-Toledo International Inc.) -10.33%
Dec 2021 - Dec 2024
0.30%
Dec 2000 - Dec 2005
7.57%
Mar 1999 - Mar 2009
12.74%
Jan 2001 - Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTD (Mettler-Toledo International Inc.) 53.25%
Mar 2009 - Mar 2012
35.75%
Feb 2009 - Feb 2014
30.28%
Mar 2009 - Mar 2019
24.24%
Mar 2009 - Mar 2024
Annualized Rolling Returns Comparison Chart